Updating Tasks In A Record Adding Workflow Task Comments .

3y ago
43 Views
2 Downloads
1.11 MB
20 Pages
Last View : 11d ago
Last Download : 3m ago
Upload by : Isobel Thacker
Transcription

On-line Tutorial SeriesModule EightUpdating Tasks in a RecordAdding Workflow Task CommentsViewing Closed Task Workflow Comments

The Workflow ProcessThe workflow of a record refers to the set of tasks that is followedby DSD and Partnering Agencies to progress a record (application)from application in-take to closing. The Workflow functions as an automated to-do list forupdating the Record.

Daily Task Card AssignmentsUpdating Tasks in a Record1. Click the hyperlink of the Task Assignment or the RecordID to access the Record.

2. Navigate to the Workflow Tab of the Record.3. Click anywhere on the In Progress task banner hyperlink.

4. The Task Details page displays.

5. Type Workflow Task Comments (#1 shown).6. Select New Status for Record (#2 shown).7. Click Submit (#3 shown).

Note: Workflow Comments typed in the Standard Comment field areviewable by Customer by default. To unselect, click the box to the leftof Display Comment in ACA (shown).

Adding Workflow Task CommentsAdding Comments to a workflow task is different than adding an internalcomment to a Record.Comments to workflow tasks are added while the task is updated.

Note: The New Status drop-down menu displays several updateoptions for the task. New Status options are business process andrecord type dependent.

Note: If the status of Additional Information Required is selected,then a reason must be checked in the Task Specific Informationarea. Task Specific Information areas are record type dependent.

Note: If Other is selected (#1 shown), then the Comments fieldtext box becomes a required field (#2 shown).

Note: The updated task status now displays on the upper righthand corner of the Task Banner.

Viewing Workflow Task CommentsViewing previously closed workflow tasks and reading InternalComments may be helpful while updating a current task.

1. From the Record’s navigation bar, click on the Workflow Tab.2. Click on the Completed Task banner.

3. All Completed tasks display. Click on the banner of theCompleted Task you wish to view.

4. The Task Details page of the closed task displays. Scroll to theComments section to view comments.

Congratulations!This concludes Module EightUpdating Tasks in a RecordAdding Workflow Task CommentsViewing Closed Task Workflow CommentsIt is time to test your recall

TEST YOUR RECALL1.Workflow tasks display in the tab of the Record’s Navigation bar.2.Active Tasks are identified by red pencil icon. True False3.Workflow tasks are updated per business processes. True False4.Completed tasks display with a green border and check mark. True False5.Workflow comments may be added to closed tasks. True FalseAnswers on the next slide

If you answered:1. Workflow2. True3. True4. True5. FalseYou are correct!Time to begin the nextmodule

Organization Change Management TeamContact Information BuildSAOCMTeam@Sanantonio.gov Patricia Cavazos, Sr. Special Projects ManagerOffice: 210-207-0547Caryn Moore, Sr. Special Projects ManagerOffice: 210-207-0027Patricia Rosas, Training Lead and CurriculumDeveloperOffice: 210-207-0233

The Task Details page of the closed task displays. Scroll to the Comments section to view comments. Updating Tasks in a Record Adding Workflow Task Comments Viewing Closed Task Workflow Comments Congratulations! This concludes Module Eight . Title: Slide 1 Author: pc18952

Related Documents:

AQIS SPICES User Manual 3 Icons for the Buttons Sr. No. Icon for Button Meaning 1 Save Record 2 New Record 3 Delete Record 4 Search Record 5 Expand 6 List of record 7 Navigation to next record in list 8 Navigation to previous record in list 9 Navigation to next set of records in list 10 Navigation to first set of records in list 11 Navigate to last record

August 2020 8 of 23 5. Student Course Registration EIS Default Name: xxxxreg.asc Where xxxx is the school/division number. Record Type Description H Course Registration Header Record 1 record per file I Identifier Record 1 record per student D Course Detail Record (follows identifier record) 1 record per course

1769-L24ER-QB1B 1769-L24ER-QBFC1B 1769-L27ERM-QBFC1B User memory 750KB 750KB 1 MB Controller tasks 32 tasks 32 tasks 32 tasks Programs per task 100 asks 100 tasks 100 tasks Integrated Motion-- -- 4 axis CIP motion Package Size 115mm wide x 118mm high x 105mm deep 140mm wide x 118mm high x

1.3 How to run common tasks You can see what you can do with the product and run common tasks in the Tasks page. To open Tasks page: On the main page, click Tasks. The Tasks page opens. 1.3.1 Open the product

The new Work Tasks window has been added to the Intergy system and Intergy EHR system. Previously, the Intergy system had a Work Tasks window and the Intergy EHR system had a Tasks page of the My Day tab. Now, the Work Tasks window in the Intergy system has been replaced with a new Work Tasks window and the Tasks page in the Inte rgy EHR system .

Identify direct requirements for forest observations in GEO 2007/09 work plan tasks by eight communities of users: ¾24 tasks identified with need for forest observations ¾Tasks in all SBAs ¾Tasks linked to all user communities: ¾Global Change Science - 10 tasks ¾Timber, Fuel and Fiber - 4 tasks ¾Watershed Protection - 2 tasks ¾Biodiversity and Conservation - 8 tasks

World Records gained with Napier Lion Engine Power 1919 - Height record of 30,000 feet 1929 - Land Speed Record at 231.3 mph 1929 - Air Speed Record at 336.3 mph 1930 - Water Speed Record at 100.13 mph 1931 - Land speed record at 246.1 mph 1932 - Land speed record at 253.9 mph 1933 -Air Long Distance Record at 5,309 miles

Korean also has a formality system built into the language. That is, the way one speaks to an older person who deserves high respect would be different than the way one speaks to a friend. There are many ways words in a sentence can change depending on the formality of the situation, but the two most common, basic and important things to be aware of are: 1) There are two ways to say “I” or .